Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 5 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Southern Co as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,683
- +5 vs. Q1 2022
- Shares held
- 661.2M
- +12.1M (+1.9%) vs. Q1 2022
- Total value
- $47.2B
- +$127.8M (+0.3%) vs. Q1 2022
- New holders
- 101
- 705 more added
- Sold out
- 96
- 563 more reduced
22 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Investors, Inc | 5,686 | $405.0K | 0.37% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 5,693 | $406.0K | 0.13% | +400+7.6% | Added |
| Exencial Wealth Advisors, LLC | 5,689 | $406.0K | 0.02% | +676+13.5% | Added |
| Telemus Capital, LLC | 5,723 | $408.0K | 0.04% | −471−7.6% | Reduced |
| Abound Wealth Management | 5,755 | $410.4K | 0.23% | +13+0.2% | Added |
| Hanson & Doremus Investment Management | 5,771 | $412.0K | 0.10% | −273−4.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,792 | $413.0K | 0.06% | +400+7.4% | Added |
| First International Bank & Trust | 5,824 | $415.0K | 0.15% | +892+18.1% | Added |
| Verus Financial Partners, Inc. | 5,906 | $418.0K | 0.06% | −439−6.9% | Reduced |
| Bridges Investment Management Inc | 5,850 | $418.0K | 0.02% | 00.0% | Unchanged |
| Kalos Management, Inc. | 5,738 | $419.0K | 0.56% | −54−0.9% | Reduced |
| Crossvault Capital Management LLC | 5,875 | $419.0K | 0.16% | +300+5.4% | Added |
| Bedel Financial Consulting, Inc. | 5,879 | $419.0K | 0.12% | +1,183+25.2% | Added |
| Acorn Financial Advisory Services Inc | 5,924 | $421.0K | 0.10% | −102−1.7% | Reduced |
| Schulhoff & Co Inc | 6,000 | $427.0K | 0.20% | 00.0% | Unchanged |
| Baker Boyer National Bank | 6,000 | $428.0K | 0.22% | 00.0% | Unchanged |
| Mathes Company, Inc. | 6,000 | $428.0K | 0.21% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,001 | $428.0K | 0.05% | +11+0.2% | Added |
| Summit Asset Management, LLC | 6,016 | $429.0K | 0.13% | +14+0.2% | Added |
| Modera Wealth Management, LLC | 6,039 | $431.0K | 0.02% | +1,131+23.0% | Added |
| Davy Global Fund Management Ltd | 6,054 | $432.0K | 0.09% | −567−8.6% | Reduced |
| Waterfront Wealth Inc. | 6,063 | $432.0K | 0.17% | +1,977+48.4% | Added |
| Glen Eagle Advisors, LLC | 6,071 | $432.9K | 0.12% | +130+2.2% | Added |
| Xcel Wealth Management, LLC | 6,102 | $435.0K | 0.16% | +178+3.0% | Added |
| Mendel Money Management | 6,126 | $437.0K | 0.26% | −1,970−24.3% | Reduced |
| Schmidt P J Investment Management Inc | 5,555 | $438.0K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,163 | $439.0K | 0.03% | +1,111+22.0% | Added |
| BCR Wealth Strategies, LLC | 6,166 | $440.0K | 0.45% | +397+6.9% | Added |
| Formidable Asset Management, LLC | 6,184 | $441.0K | 0.10% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,275 | $447.0K | 0.09% | −300−4.6% | Reduced |
| Equitable Holdings, Inc. | 6,288 | $448.0K | 0.01% | −2,425−27.8% | Reduced |
| NFP Retirement, Inc. | 6,296 | $449.1K | 0.11% | +170+2.8% | Added |
| Chicago Capital, LLC | 6,306 | $450.0K | 0.02% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 6,367 | $454.0K | 0.56% | −4,330−40.5% | Reduced |
| Great Lakes Advisors, LLC | 6,370 | $454.0K | 0.01% | +1,024+19.2% | Added |
| Thoroughbred Financial Services, LLC | 6,390 | $455.0K | 0.08% | −586−8.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,376 | $455.0K | 0.15% | +73+1.2% | Added |
| Wolverine Trading, LLC | 6,453 | $456.0K | 0.01% | −16,530−71.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,390 | $456.0K | 0.14% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 6,411 | $457.0K | 0.63% | +450+7.5% | Added |
| MUFG Americas Holdings Corp | 6,434 | $459.0K | 0.01% | +670+11.6% | Added |
| MJP Associates Inc | 6,435 | $459.0K | 0.13% | +1,949+43.4% | Added |
| Covington Capital Management | 6,472 | $462.0K | 0.02% | −31−0.5% | Reduced |
| Tradewinds, LLC. | 6,484 | $462.0K | 0.31% | +6,484 | New |
| Valley Brook Capital Group | 6,513 | $464.0K | 0.48% | −199−3.0% | Reduced |
| Cross Staff Investments Inc | 6,535 | $466.0K | 0.51% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 6,547 | $467.0K | 0.03% | −89−1.3% | Reduced |
| Trust Co of Toledo NA | 6,589 | $470.0K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,611 | $471.0K | 0.01% | −1,498−18.5% | Reduced |
| Marcum Wealth, LLC | 6,616 | $472.0K | 0.07% | −249−3.6% | Reduced |
| MKT Advisors LLC | 6,595 | $473.0K | 0.37% | −284−4.1% | Reduced |
| Aldebaran Financial Inc. | 6,533 | $473.0K | 0.52% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,629 | $473.0K | 0.03% | +290+4.6% | Added |
| IVC Wealth Advisors LLC | 6,641 | $474.0K | 0.37% | −155−2.3% | Reduced |
| LVZ Advisors, Inc. | 6,667 | $475.0K | 0.08% | −2,636−28.3% | Reduced |
| BLB&B Advisors, LLC | 6,660 | $475.0K | 0.04% | −1,040−13.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,675 | $476.0K | 0.27% | 00.0% | Unchanged |
| LCNB Corp | 6,718 | $479.0K | 0.25% | −400−5.6% | Reduced |
| Mechanics Financial Corp | 6,726 | $480.0K | 0.29% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 6,734 | $481.0K | 0.10% | −125−1.8% | Reduced |
| Wagner Wealth Management, LLC | 6,773 | $483.0K | 0.38% | +604+9.8% | Added |
| XTX Topco Ltd | 6,772 | $483.0K | 0.20% | +6,772 | New |
| Cohen Investment Advisors LLC | 6,791 | $484.0K | 0.41% | −41−0.6% | Reduced |
| Jones Financial Companies LLLP | 6,804 | $485.0K | 0.00% | −2,380−25.9% | Reduced |
| Novare Capital Management LLC | 6,825 | $487.0K | 0.06% | −1,399−17.0% | Reduced |
| Keystone Financial Planning, Inc. | 6,860 | $489.0K | 0.17% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,862 | $489.0K | 0.08% | +911+15.3% | Added |
| Mraz, Amerine & Associates, Inc. | 6,890 | $491.0K | 0.13% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 6,892 | $491.0K | 0.12% | 00.0% | Unchanged |
| First Command Bank | 6,909 | $493.0K | 0.07% | +432+6.7% | Added |
| First Command Financial Services, Inc. | 6,909 | $493.0K | 0.07% | +432+6.7% | Added |
| Wealth Advisory Solutions, LLC | 6,927 | $494.0K | 0.12% | −250−3.5% | Reduced |
| Northwest Bancshares, Inc. | 6,922 | $494.0K | 0.11% | −164−2.3% | Reduced |
| Schechter Investment Advisors, LLC | 6,948 | $495.0K | 0.05% | +1,195+20.8% | Added |
| Principal Street Partners, LLC | 6,952 | $496.0K | 0.13% | +44+0.6% | Added |
| Lathrop Investment Management Corp | 6,970 | $497.0K | 0.12% | 00.0% | Unchanged |
| City State Bank | 7,010 | $500.0K | 0.35% | −25−0.4% | Reduced |
| Ahrens Investment Partners LLC | 7,012 | $500.0K | 0.22% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 7,022 | $501.0K | 0.24% | −20−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,098 | $506.0K | 0.04% | +2,484+53.8% | Added |
| Searle & Co. | 7,100 | $506.0K | 0.20% | +3,000+73.2% | Added |
| Lowe Brockenbrough & Co Inc | 7,131 | $509.0K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,156 | $510.0K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 7,160 | $511.0K | 0.23% | −1,327−15.6% | Reduced |
| Intrua Financial, LLC | 7,167 | $511.0K | 0.11% | −152−2.1% | Reduced |
| David J Yvars Group | 7,021 | $513.0K | 0.70% | +4+0.1% | Added |
| Tradition Wealth Management, LLC | 7,206 | $514.0K | 0.07% | +8+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,283 | $519.3K | 0.06% | +987+15.7% | Added |
| Northstar Advisory Group, LLC | 7,288 | $520.0K | 0.39% | +9+0.1% | Added |
| Lumature Wealth Partners, LLC | 7,343 | $524.0K | 0.23% | −1,000−12.0% | Reduced |
| Independent Financial Group, LLC | 7,352 | $524.3K | 0.06% | −214−2.8% | Reduced |
| Baldwin Brothers Inc | 7,367 | $525.0K | 0.07% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 7,409 | $528.0K | 0.02% | −517−6.5% | Reduced |
| United Capital Management of KS, Inc. | 7,408 | $528.0K | 0.25% | −96−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,402 | $528.0K | 0.30% | +684+10.2% | Added |
| Summitry LLC | 7,450 | $531.0K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 7,462 | $532.0K | 0.12% | −530−6.6% | Reduced |
| Charter Trust Co | 7,485 | $534.0K | 0.04% | +1,490+24.9% | Added |
| Ameritas Advisory Services, LLC | 7,502 | $535.0K | 0.03% | +649+9.5% | Added |
| Parallel Advisors, LLC | 7,502 | $535.0K | 0.02% | +909+13.8% | Added |